The 103‑jet contract with Korean Air translates to roughly a $10‑12 billion commitment (the average list price for Boeing’s 737‑MAX, 787‑9 and 777‑X families is about $95‑115 million per aircraft). At Boeing’s current FY 2025 revenue outlook of ≈ $84 billion, the deal would add ≈ 5‑6 % to the topline when the aircraft are delivered across the 2026‑2029 window. Because the order is fully booked in the backlog, management is likely to upgrade FY 2025‑26 revenue guidance by $3‑4 billion (roughly $1.5‑2 billion per year) and lift earnings‑per‑share guidance by ~3‑4 % after accounting for the higher gross margin on the fuel‑efficient family (≈ 12‑13 % vs the company‑wide 11 % baseline). The incremental earnings impact is further supported by relatively low R&D and tooling spend for these models, as the 737‑MAX and 787‑9 are already in production.
From a trading standpoint, the market has already priced in a modest “order‑driven” boost, but the backlog‑strengthening narrative and the potential for an official guidance lift are still under‑priced. Technical charts show the BA stock testing a support level around $235 with the 50‑day MA crossing above the 200‑day MA, indicating bullish momentum. A breakout above the $245 resistance—especially if Boeing issues a formal FY 2025‑26 guidance upgrade—could trigger a short‑term rally to the $260‑$270 range. Conversely, any supply‑chain hiccup or delay in certification could cap upside. Actionable tip: consider a small‑to‑moderate long position on BA at current levels with a stop just below $230 and a profit target near $260, while watching the upcoming earnings call for any formal guidance revision.